Concert Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $150K | Hold |
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|
2016
Q4 | $150K | Sell |
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|
2016
Q3 | $289K | Buy |
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|
2016
Q2 | $231K | Buy |
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|
2016
Q1 | $142K | Hold |
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|
2015
Q4 | $150K | Sell |
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|
2015
Q3 | $170K | Buy |
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|
2015
Q2 | $196K | Buy |
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|
2015
Q1 | $99K | Sell |
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|
2014
Q4 | $204K | Buy |
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|
2014
Q3 | $209K | Hold |
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|
2014
Q2 | $209K | Buy |
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|
2014
Q1 | $214K | Sell |
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|
2013
Q4 | $206K | Buy |
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